INSIGHTS
Turning Unused 529 Funds into a Retirement Win
By: Vince DiGiacomo Imagine saving diligently for your child’s college education, only to watch them earn a full scholarship or choose a different path entirely, leaving a heap of unused funds trapped inside of a 529 College Savings Account and staring down the barrel of taxes [...]
Market Commentary 4/30/2025
By: Matt Garrott The S&P 500 was down slightly in April at -0.76%. Bonds rose 0.39%. If you haven’t been paying attention to the news, congratulations, it was a quiet month. Don’t read the rest of this commentary. To borrow a zombie apocalypse movie trope, if [...]
Mark Weiskind Named to 2025 Forbes Best-In-State Advisors List
INDEPENDENCE, Ohio. (April 16, 2025) – Fairway Wealth Management is proud to announce that Mark Weiskind, CFP®, CPA/PFS, President and Co-Founder, has been ranked No. 27 on the 2025 Forbes Best-In-State Wealth Advisors list for Ohio. The annual ranking, developed by Forbes in partnership with SHOOK Research, recognizes [...]
Brian Tullio Quoted in MarketWatch
Tax Day is almost here. With just a few days to go, there are still steps you can take to get prepared, from filing extensions to maximizing deductions. Wealth Manager Brian Tullio shared some advice with MarketWatch on what to do now for those who haven’t filed yet. [...]
Market Commentary 3/31/2025
By: Matt Garrott When markets are sharply up or sharply down, attention seems to focus on the one asset class that is doing the best. There is a temptation to abandon the diversified financial plan (which will never beat the best performing asset class, by definition) [...]
Brian Tullio Quoted in USA Today
If you sold a home in 2024, you may be eligible for certain exclusions or deductions this tax season. In a recent USA TODAY article, Wealth Manager Brian Tullio shared valuable information on how selling a home you inherited may impact your taxes. Click here for the full article.